Established in 2002, Capstone Financial Planning provides a flexible range of authorisation solutions and business support services to accountants and financial advisers Australia-wide.
Capstone provides a wide range of back office services including; professional compliance standards, technology, marketing and communications, training, and business development.
Capstone’s authorisation options and support services are perfectly suited to accountants who prefer an alternative to licensees that have bank or institutional ownership.
To find out more, please feel welcome to contact Capstone.
Capstone Financial Planning Pty Ltd
AFSL No 223135
ABN 24 093 733 969
Level 14, 461 Bourke Street
Melbourne VIC 3000
P: (03) 8622 0700
F: (03) 8622 0799
1300 306 900
What our clients say about us
“Capstone made everything so easy by providing all the templates and support we need which makes me feel comfortable that I am in good hands with my licensee. I would highly recommend Capstone to any fellow Accountant.”
“We have gained assistance with transitioning to the new regulatory environment and provided a new service of strategic financial planning. Capstone have been of tremendous value in assisting with this transition.”
Hillyer Riches Accountants
“I would recommend Capstone to any accountant seeking to become licenced within the financial services industry. Their personal service and support to me and my firm has been exceptional.”
“I joined Capstone Financial Planning in 2003 as I was looking for a Group that could offer a high level of independence and freedom that came from not being institutionally owned.”